Align Wealth Management’s Dominion Energy D Stock Holding History

Align Wealth Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$41.2K	Buy	+596	New	+$37.4K	0.03%	69

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Align Wealth Management's D Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dominion Energy (D) in Q4 2022: 596 shares worth $41.2K. The stake represents 0.03% of the portfolio and ranks #69 among its holdings.

1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Align Wealth Management held 596 shares of Dominion Energy worth $41.2K as of Q4 2022.
Dominion Energy was a new Align Wealth Management position in Q4 2022.
Dominion Energy made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #69 holding.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.